Ethernity Networks Share Discussion Threads

[504] 19/5/2022 10:34

Interesting going back on the projections for the proportion of deployments being Open. 2018 just 3% projected up to 2025. 2020 from 6-10% by 2026 now up to 15% 2025-28.
It's clear that when you remove the state and national deployments open RAN accounts for the majority of the deployments. Certainly all the smaller deployments should be open and we can expect thousands of those. Also we will see part open, open extensions to vendor locked existing Networks.
Tick tock just a matter of time now.

[seagreen] 19/5/2022 09:31

Last two years revenue have been supported by uninvoiced sales which gets bigger to support this sinking ship.... It is in the RNS

[seagreen] 19/5/2022 09:27

7p coming unless it goes bankrupt before .Please take care and avoid Pat is a serial shorter and liar he is incompetent not an accountant and needs medical help.This is one of the view shares he is long of as he is so thick he can not see 2m revenue vs 8m costs = wipe out.

[halland75] 19/5/2022 08:40

Oops!
😀

[collywobbler] 18/5/2022 19:50

Big talk from the disheys

[504] 18/5/2022 18:37

Several interesting points raised by the lightreading article. It's easy to see to the that Ethernity has been absolutely on course whilst waiting out the start of open opportunities.

"The move to open RAN compounds both the benefits and challenges of a move to 5G. Highlights on the "challenges" side of the ledger include carriers being tasked to:

Manage the expansion and proliferation of moving parts:
- Increase in cell sites, traffic and devices
- Disaggregation of the RAN to RU, CU, DU and RIC
Decrease capex and opex
Increase network coverage, particularly to underserved areas
On the "benefits" side, this new, open and disaggregated network enables:

Agile service creation
Speedy service deployment
A new, open ecosystem
Avoidance of vendor lock-in
A multivendor, best-of-breed RAN solution"

So taking the challenges. Ethernity are the only solution provider with a scalable 5G "pay as you grow" solution. Open ended to expansion and redeployment of assets, even crossing 4-5G.

Disaggregation of the network. Actually Ethernity are way ahead, the only provider with a high performance UEP, secure routing, DU with colocation and redesignation of DU/CU function to the most appropriate resource. The real changer amongst the others mentioned already is the security between the locations of the network no matter the mode of transport.

[504] 18/5/2022 10:29

How disappointing. I thought that I was the biggest fraud. Oh well, must try harder.

[1liam] 18/5/2022 10:27

Brrrrrrrrrr..... ENET off line?

[504] 18/5/2022 10:03

Some interesting opinions on scale. Some names mentioned that I believe are the Ethernity OEMs and Integrators.
Ethernity sit above these providers providing solutions into their portfolio.
Ethernity really now just needs to broaden their reach with new OEMs on the finished product that needs very little adaption.

[uknighted] 17/5/2022 22:22

DPR according to the RNS it appears that the suspension was not the BoD’s choice.

[dplewis1] 17/5/2022 19:31

Looks like the directors at EUA haven't given up the smack either. I know IR isn't Ethernity's strongpoint but they suspend trading there yesterday "pending an announcement" and restore trading tomorrow with "no material new developments to notify". Think I'd rather have silence..

[purchaseatthetop] 17/5/2022 18:50

If we thought that the cheap broadband process was going to be fast....it just got even faster:



At the Rose Garden event, Biden called internet access "a necessity" and Harris argued that "in the 21st century, access to the internet is essential for success."
"Every person in our nation, no matter how much they earn, should be able to afford high speed internet and a high speed internet plan," she said.

[purchaseatthetop] 17/5/2022 17:48

First born unicorn
Hard core soft porn
Dream of Californication

It is all about Tarana.
Unicorn
Porn on internet
Based in California.

[collywobbler] 17/5/2022 17:29

All I'll say is re the Tarana deal I really hope they didn't give it away , give it away, give it away now....don't worry I'll get back under my bridge.

[purchaseatthetop] 17/5/2022 17:29

Red Kites. The Nazgûl of Buckinghamshire.

[j arthur rank] 17/5/2022 16:52

That's funny. I was actually watching a Red Kite flying over my daughter's house near Marlow when I read your post.Must be an omen!

[504] 17/5/2022 16:52

If we are wrong so are the OEMs and Ethernity management. Between now and then lots can happen.

[purchaseatthetop] 17/5/2022 16:33

J arthur. We will go from the depth of our present depression to high as kites in just a couple of days when the news drops as it will “inevitably221;. We are watching the Red Hot Chilli Peppers early gig at HeeBeeGeeBees with just ten other punters.

[504] 17/5/2022 13:57

I don't think that the share price has ever been where it belongs. Business and preparation for business is definitely being done. The opportunities are very broad and whilst we focus mainly on North American WISPs globally pioneers are moving ever closer to true open 5G deployment (when not if anymore). 5G mobile is a small part of the picture but it will generate billions in solution spend. Ethernity will pick up chunks of that spread across multiple revenue streams.
From UPF to join the network to the core to UEP to join the network to Radio, from DU with routing and bonded transport to indoor radio performance and security. Ethernity are through the whole network in OEM solutions.
Now all we need are commercial deployments to start.

[j arthur rank] 17/5/2022 12:59

Great research here as always. Many thanks to all.I'm hanging on to my 200k shares on the basis that business is being done and at some point an news will send the share price back where it belongs at least.Hopefully that will be the outcome anyway.

[504] 17/5/2022 10:06

It will be interesting to see what Ethernity produces in Japan. We know that an OEM is using aceNIC 100 in their 5G virtualization environment. That OEM is in my opinion supplying KDDI or is part of KDDI. I believe that the relationship goes much further already and it's very likely that they are dipping into the UPF test environment. whilst they use Samsung and Fujitsu they are with open interfaces where Ethernity solutions can be used for secure transport and routing, acceleration and colocation. In fact colocation of the DU/CU is part of the KDDI network and an integral aspect of the Ethernity DU solution.

[purchaseatthetop] 17/5/2022 04:45

Tarana just in the last 24 hours advertising for their first staff in Singapore looking at Singapore, Malaysia and Philippines. Write up says “with tier 1 operators already working on mass deployment”.

I just do not believe a word of the no new sales to Tarana idea. It is going to circle the globe. Just my view.